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Senior Wholesale Lending Relationship Manager

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
Illinois (USA), United States

Offer summary

Qualifications:

5+ years in wholesale lending or relationship management, Strong understanding of wholesale lending products, Proficiency in CRM software and reporting tools, Bachelor's degree in Finance or related field, Advanced degree preferred.

Key responsabilities:

  • Build and maintain relationships with financial entities
  • Act as key contact for wholesale lending clients
  • Stay informed about lending products and services
  • Collaborate with internal teams for client support
  • Prepare reports on account activities and market insights
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2 - 10 Employees
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Job description

Description

Are you a motivated and experienced professional in wholesale lending looking for a new challenge? This role focuses on building and nurturing relationships with Financial Institutions, Non-Bank Lenders, Certified Development Companies (CDCs), and Capital Market Platforms. If you have a strong background in wholesale lending and a proven track record of cultivating and managing key relationships, we want to hear from you!

Responsibilities

  • Identify, establish, and maintain strong connections with Financial Institutions, Non-Bank Lenders, CDCs, and Capital Market Platforms to drive wholesale lending growth.
  • Act as the main point of contact for wholesale lending clients, ensuring their needs are met while fostering long-term, mutually beneficial relationships.
  • Stay well-informed about our wholesale lending products and services, including 504 1st TD's, 504 Interim Loans, Conventional Owner User Real Estate, and 7(a) loans.
  • Partner with internal teams, including credit, operations, and risk management, to ensure smooth onboarding, transaction processing, and ongoing client support.
  • Ensure all activities adhere to relevant regulations, policies, and best practices, maintaining the highest standards of integrity and professionalism.
  • Prepare and share regular reports on account activities, performance metrics, and market insights with management.

Requirements

  • At least 5 years of experience in wholesale lending, relationship management, or business development within the financial services industry.
  • Proven success in establishing and managing relationships with Financial Institutions, Non-Bank Lenders, CDCs, and Capital Market Platforms.
  • Strong understanding of wholesale lending products, services, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and influence key stakeholders.
  • Strategic thinker with strong analytical and problem-solving abilities.
  • Self-motivated and results-driven, with the ability to work independently and remotely.
  • Proficiency in using CRM software and other relevant tools for account management and reporting.

Education

  • Bachelor's degree in Business Administration, Finance, or a related field; advanced degree preferred.

Equal Opportunity Employer Statement

We are an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Employment Type: Full-Time

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Self-Motivation
  • Analytical Thinking
  • Strategic Thinking
  • Success Driven
  • Social Skills
  • Verbal Communication Skills
  • Relationship Management
  • Problem Solving

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